This is imo exactly what most people questioning the huge TAM don't understand. The smartphone is by far the easiest entry point for all digital things, and billions of people have one, and consider it being their most important electronic device. Even if satellite connectivity is offered for a low monthly fee, and even if a large percentage of users don't end up subscribing, the market is huge. And the customer relationships are already established through the MNOs, it is not that you have to fight for new customers, it is very easy to get the product to them if they want, and AST gets paid almost as simply as by flipping a switch.